See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,037 | $104,664-14.9% | $85,682+3.9% | $167,490-46.8% |
| Participation rate | 85.7% | 76.4%+9.3pp | 69.9%+15.9pp | 82.1%+3.6pp |
| Annual return | 12.08% | 21.45%-9.4pp | 21.49%-9.4pp | 478.56%-466.5pp |
| Employer contribution / active EE | $1,879 | $3,337-43.7% | $2,618-28.2% | $4,837-61.2% |
| Participant deferral / active EE | $2,865 | $4,824-40.6% | $3,923-27.0% | $6,341-54.8% |
| Admin fee / account holder | $8,213 | $10,032-18.1% | $6,873+19.5% | $12,309-33.3% |